Testimonials

This is just a small sample of the testimonials and endorsements received...
"I have been in the industry for 26 years in NZ and overseas. Tony is one of the best trainers /coaches I have ever associated with in my career. His motivational approach and style of keeping things simple and easy is exemplary. He has in-depth knowledge in the finance industry and has innovative ideas to generate new business and referrals. He also personally helped me in identifying who I am, what my target market and what my difference in the industry.

Tony has been working closely with me in developing my business and systems in the last 2 years and during that time our business API has increased by 347%. Not only that some of the innovative ideas he has given on technology has helped me to increase the efficiency in the business and that leads to more personal time and less day to day costs.

Tony is a great asset to the professional adviser industry in coaching, mentoring & strategy."

SAM KODI

w: www.samkodi.co.nz

I have had the pleasure of working with Tony over the last 12 months. He was initially engaged to help me through the FAP licensing process and given how smoothly that went I have kept him on as my Compliance Assurance Program manager.
Tony has made the whole process incredibly easy and engaging which ultimately gives me confidence in what my business is doing and allows me more time to focus on my business.
Whilst I am an experienced Financial Adviser, I am relatively new to running a business. Not only has Tony offered all the compliance support, he has also been hugely supportive with business mentoring. He has a huge wealth of knowledge and is very generous with sharing it.
I highly recommend Tony for any Adviser business looking for a comprehensive yet streamlined Compliance Program.

James Mcintosh

Director, Out East Insurance Solutions

In my entire life as an adviser I have very rarely come across someone like Tony Vidler and his team. Therefore I will try to mention a few below in bullet points about Tony Vidler, Strictly Business and his team.

• Astute
• Very responsive
• Very helpful
• To the point
• Honest and straightforward
• Knowledgeable about the industry and rules and regulations
• Affordable
• Keeps you posted about the changes
• Big advocate for the industry, advisers and about doing the "Right Thing" for all parties
• Great team of people working together

David Chakravarty

Director, Premium Financial Services Ltd

Tony has the best insight into how the new regulatory regime will work in our industry of anyone I've met. His clear thinking and relentless focus make him a great asset.

Russell Hutchinson

Owner, Chatswood Consulting Ltd

"Tony presented through our TAL Risk Academy program on the topic of ‘Proven ways to be successful with referrals’. Attendees highly valued the relevance of the content and quality of delivery. Feedback included – ‘Tony Vidler was excellent. One of the best presentations I've seen over the years. Great ideas & information.’

Tony was a pleasure to work with. He delivered with very tight timeframes and exceeded expectations."

Jason Bamford

National Sales Development Manager, TAL (Australia)

Tony has a great grasp of balancing the various demands of stakeholders. He takes a considered approach to dealing with sensitive issues, always with a view to good policy and governance, and as a chair at board meetings deals with the inevitable tensions and issues with a professional approach.

Peter Lee

ex-CEO, Institute of Financial Advisers

I instructed Tony as an expert witness on a contentious trauma/TPD claim which were subject to High Court proceedings. I was very impressed with Tony's knowledge, and the quality of the work he provided. I will most certainly use Tony in the future, and have no hesitation recommending him as an expert witness in health & life insurance issues.

Richard Hern

Principal, McElroys Solicitors and Barristers.

"Tony Has been working with me for over 5 years, and in that time has helped me keep focus on my goals and plans. He has helped me grow from a "one man band" to a multi-adviser business, with a 30% revenue growth year on year"

Alan Borthwick

Dux Financial Services Ltd, Wellington, NZ

Tony brings an incredible perspective for coaching advisers, thanks not only to his extensive experience working with advisers over the years, but also due to his volunteer work with the Institute of Financial Advisers, and his efforts to connect with advisers globally and bring home ideas, concepts, tools, and techniques that can be applied in New Zealand. Be certain to connect with Tony if you have the chance... or at least follow him virtually through his Financial Adviser Coach blog!

Michael Kitces

MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL. Pinnacle Advisory Group.

Lead Your Team into a Winning Mindset - Oechsli buff.ly/3PRUsIG

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